Video #3 Optii Service & Chat Walkthrough

Learn the basics of Optii Service & Chat functionalities

Hey there, and welcome to our Optii training video!

We're excited to show you how to get started with your new account. In this tutorial, we'll guide you through all the fantastic functionalities available in Optii.

By the end of this video, you'll be able to:

  • Confidently navigate the homepage in Optii
  • Easily add a job using Optii
  • Utilize the Jobs by Status function to manage your workload
  • Effectively communicate with your colleagues through Optii's chat feature

We know you're busy, so we've included extra tips throughout the video to help you maximise your Optii experience. And if you're already familiar with Optii, don't worry - we've included links to our Jobs & Chats and Reports & Settings sections so you can start exploring even more ways to optimize your workflow.

Who is this for?

  • Head of Departments
  • Supervisors
  • Front Line Associates
  • Optii Champion

Course Details:

1 Video

12 minutes 

1 Quiz

Thanks for choosing Optii, and let's get started!


Well done on completing your training video! Say goodbye to your old radio and earpiece and hello to the convenience of communicating with Optii.

f you have any questions about using Optii, don't hesitate to contact your dedicated success manager. They're always available to help and support you on your Optii journey. Just contact them today at